Reports and margins
See which jobs actually make money.
Revenue, margins, pipeline and rep performance from the same records as your quotes, orders and invoices. Break it down by customer, product category or decoration method, without building a spreadsheet.
Revenue
Revenue by day, week, month or year.
See what you have invoiced, collected and have outstanding. Break it down by rep, customer or product category, and compare against any previous period to spot a trend before it becomes a problem.
- Revenue tracking as it happens: invoiced, collected and outstanding
- Break down by rep, customer, product category or time period
- Period-over-period comparison to spot trends early
- Export to CSV or PDF for stakeholder reporting
Margin analysis
Know your most profitable products and customers.
Revenue is vanity, margin is sanity. See gross margin on every order, broken down by product category, decoration method and customer, so you can tell the jobs that make money from the ones that just keep you busy.
- Gross margin on every order, visible at a glance
- Breakdown by product category and decoration method
- Find low-margin customers and revisit their pricing
- Cost tracking includes blank goods, decoration and shipping
Pipeline
See what is coming before it lands.
Track the value of your quote and order pipeline, conversion from quote to order, average deal size and days to close. Plan production capacity from real numbers rather than a hunch.
- Total pipeline value with a stage-by-stage breakdown
- Quote-to-order conversion rate tracking
- Average deal size and days-to-close metrics
- Revenue forecast weighted by pipeline stage
Team performance
See who is delivering and who needs support.
Track each rep's quote-to-order conversion, average deal size and revenue contribution. Recognise what is working and spot coaching opportunities, all from real numbers.
- Leaderboard with revenue, deals closed and conversion rate
- Individual rep dashboards with trend graphs
- Compare reps against team averages
- Role-based visibility so reps see only their own data
The details
Reports built around custom-product work.
Not generic charts. Reports designed around the numbers that matter to a print, promo or decoration business.
Overdue invoices
See every overdue invoice by days outstanding, and start collection calls with the biggest amounts.
Product performance
Which products sell best, and which carry the highest margin? Use it to steer what you quote.
Customer insights
Lifetime value, order frequency and average order size for every customer, so you know your best accounts.
Export and share
Export any report to CSV or PDF. Schedule weekly email summaries to stakeholders.
AI agents
Which AI agents act on what your reports show?
Reports tell you where margin and repeat business are slipping. Agents do the checking and the follow-up, with your team approving what goes out.
- Margin Agent Proposed build Flags thin margins before the quote goes out. See the Margin Agent
- Repeat Order Agent Proposed build Gets in touch when a customer is due to reorder. See the Repeat Order Agent
- Quote Agent Proposed build Every quote followed up. Stops the moment they reply. See the Quote Agent
Related features
FAQ
Questions about reporting in TaggIQ
Where do the report numbers come from?
From the same quotes, orders, invoices and payments your team works on in TaggIQ, so report totals match what you see on each record.
Can I see margin by decoration method?
Yes. Gross margin is shown on every order and can be broken down by product category, decoration method and customer. Costs include blank goods, decoration and shipping.
Can sales reps see each other's numbers?
Visibility is role-based, so reps see only their own data. Owners see the team leaderboard and can compare each rep against the team average.
Can I export reports?
Yes. Any report can be exported to CSV or PDF for your accountant or other stakeholders.
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